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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Okeefe is a financial advisor registered with Ameriprise Financial Services, LLC. Joseph Okeefe has been in the industry since 1989. Joseph Okeefe has passed the Series 7, Series 63, and Series 65 exams and is licensed in Arizona, California, Connecticut, District of Columbia, Florida, Kentucky, Maine, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Mexico, New York, North Carolina, North Dakota, Oregon, Pennsylvania, Puerto Rico, South Carolina, Vermont, Virginia and Washington. Joseph Okeefe has been associated with Ameriprise Financial Services, LLC since 2020.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NH
02/17/2012 - Present
Ameriprise Financial Services, LLC (BEDFORD NH)
NH
06/01/2009 - 02/27/2012
MORGAN STANLEY SMITH BARNEY (MANCHESTER NH)
NH
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MANCHESTER NH)
NH
06/16/2006 - 04/02/2007
MORGAN STANLEY DW INC. (NASHUA NH)
NH
03/08/2006 - 06/20/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANCHESTER NH)
CT
04/25/1995 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
NY
11/16/1992 - 05/05/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MA
11/29/1990 - 11/18/1992
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
04/18/1989 - 12/19/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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